AdvisorOS Directory
Claim Profile
JS

Julie A. Schmidt

P. J. SCHMIDT INVESTMENT MANAGEMENT, INC·CEDARBURG, Wisconsin
Unclaimed Profile
W62N570 WASHINGTON AVENUE, CEDARBURG, WI 53012CRD# 6929973Firm CRD# 104701
01

About

Julie A. Schmidt is a registered financial advisor based in CEDARBURG, Wisconsin, affiliated with P. J. SCHMIDT INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
PJS INVESTMENT MANAGEMENT
AUM
$720M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at P. J. SCHMIDT INVESTMENT MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6929973
Firm CRD# 104701
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CEDARBURG?

Browse all registered financial advisors in CEDARBURG, Wisconsin or claim this profile if it's yours.

Browse CEDARBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Julie A. Schmidt offer?
Julie A. Schmidt specializes in Financial Planning, Investment Management. Contact their office in CEDARBURG, Wisconsin for a consultation.
What are Julie A. Schmidt's credentials?
Julie A. Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie A. Schmidt located?
Julie A. Schmidt is based in CEDARBURG, Wisconsin, working with P. J. SCHMIDT INVESTMENT MANAGEMENT, INC. Their office serves clients in the CEDARBURG metropolitan area and surrounding communities.
How does Julie A. Schmidt charge for services?
Julie A. Schmidt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is P. J. SCHMIDT INVESTMENT MANAGEMENT, INC?
P. J. SCHMIDT INVESTMENT MANAGEMENT, INC has approximately 15 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CEDARBURG
Scott Michael Conger — P. J. SCHMIDT INVESTMENT MANAGEMENT, INCElizabeth Nelson Schmidt — P. J. SCHMIDT INVESTMENT MANAGEMENT, INCPhillip James Schmidt — P. J. SCHMIDT INVESTMENT MANAGEMENT, INCPatrick Nelson Sommerfield — P. J. SCHMIDT INVESTMENT MANAGEMENT, INCKelly Sue Merten — P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile